+57.5%
IDT vs VT
+66.2%
-8.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -0.2% | +0.4% | -0.7% | -0.6% |
| 30D | +4.2% | +1.0% | +3.3% | +3.3% |
| 3M | +24.0% | +2.4% | +21.6% | +20.8% |
| 6M | +31.5% | +12.0% | +19.5% | +17.2% |
| YTD | +34.8% | +15.3% | +19.4% | +16.4% |
| 1Y | +6.4% | +22.6% | -16.2% | -13.7% |
| 3Y | +202.7% | +74.7% | +128.1% | +66.8% |
| All | +57.5% | +66.2% | -8.7% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling